Migrating data from PCLaw to LeanLaw involves several critical steps to ensure that all your important information is accurately and securely transferred. Following each step carefully is crucial to avoid data loss, maintain data integrity, and ensure a smooth transition. This guide outlines the process to export clients, matters, time entries, and some billing information from PCLaw to LeanLaw.
Select the option below for steps on exporting the PCLaw data by type:
Contacts
Contacts
Note: If you need additional fields for contact or matters, check the box next to the fields.
Go to File > Contact Manager.
Click Export.
Select Layout Name > All.
Click Change.
Select the Common tab and check boxes for all fields.
Click the Other tab and check boxes for all fields.
Click Ok.
Under File Format select CSV.
Under Output File select Browse and pick a destination for saving.
Check the boxes for Contacts, Clients, and Vendors, and then click Export.
Click Yes when asked to save changes.
Repeat steps 8 - 11 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.
Open Matters
Open Matters
Note: If you need additional fields for contact or matters, check the box next to the fields.
Click File > Matter > Export.
Select Layout Name > Open Matt.
Click Change.
Select the Main tab and check boxes for all fields except Disable updates with other software.
Select the Address tab and check boxes for all applicable fields.
Select the Selections tab and check boxes for all fields under Court and File.
Click OK.
Under File Format select CSV.
Under Output File select Browse and pick a destination for saving .
Leave the Name field as Open Matt.
Click Export.
Click Yes when asked to save changes.
Select Active Cases only.
Click OK to start Export.
Repeat steps 8 - 14 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.
Closed Matters
Closed Matters
Click File > Matter > Export.
Select Layout Name > Open Matt.
Click Change.
Select the Main tab and check boxes for all fields except Disable updates with other software.
Select the Address tab and check boxes for all applicable fields.
Select the Selections tab and check boxes for all fields under Court and File.
Click OK.
Under File Format select CSV.
Under Output File select Browse and pick a destination for saving .
Leave the Name field as CloseMat .
Click Export.
Click Yes when asked to save changes.
Select Inactive and/or Archived Cases only.
Click OK to start Export.
Repeat steps 8 - 14 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.
Unbilled Fees (Time Entries)
Unbilled Fees (Time Entries)
Click Data Entry > Register.
Select the Time tab.
Check the box next to Filters and click Filters.
Select Unbilled and click OK.
Check that the date range is what you want and click select.
Click the Excel button. Filename: Reg Time [date].xls
Pick an accessible destination and click Save.
Unbilled Disbursements (Expense Entries)
Unbilled Disbursements (Expense Entries)
Click Reports > Client > Ledger.
Click the Matters subtab or Advanced if the Matter tab is not visible.
Complete the appropriate fields.
Click the Common subtab, and select Adv. Search.
From the drop-down, under Field, select Invoice Number.
Under Comparison, select Is Blank.
Click the Other subtab and only leave Disbs selected.
Click OK, and the report will start displaying on the screen. Wait until the report is done. It will show Report Done in the bottom left.
Click export to Excel. Filename: Client Ledger.xls
Pick an accessible destination and click Save.
Accounts Receivable (Outstanding Balances)
Accounts Receivable (Outstanding Balances)
Click Reports > Journal > Billing (Fees) Journal.
On the Common subtab select an End Date.
Uncheck the box for Include Paid Invoices.
Optional: Filter by attorney.
Click ok. The report will display on the screen.
Review the report and once satisfied click export to Excel. Filename: Billing (Fee) Journal.xls
Pick an accessible destination and click Save.
If you have any questions, please reach out to your onboarding specialist.